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TV

LCD TV Panel Prices Expected to Peak in Q3

August 7, 2023

The rally in LCD TV panel prices, which started in February has continued in the third quarter and has been accompanied by a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins and the TV supply chain is building inventory toward the big selling season in the fourth quarter. We now expect that panel prices will peak in September and that an abundance of supply will lead to prices declining in the fourth quarter.
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Foldable

Samsung Launches Z Flip 5 and Z Fold 5 with Cautious Expectations

July 31, 2023

Samsung launched the Z Flip 5 and Z Fold 5 at its Unpacked event on July 26th. After overbuilding last year and suffering an ~80% decline in production on the Z Flip 4 and Z Fold 4 from August to October losing significant momentum once the iPhone 14 was launched, Samsung is taking a more cautious approach on the Z Flip 5 and Z Fold 5 with more like a 50% decline from August to October and Samsung expecting June – October production volumes to be down 1% Y/Y for the Z Flip 5 vs. the Z Flip 4 and 7.5% for the Z Fold 5 vs. the Z Fold 4.
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Materials

AMOLED Materials Market to Grow to $2.2B by 2027

July 11, 2023

After declining in 2022 by 10%, revenue for AMOLED stack materials for all applications is expected to grow 4% Y/Y to $1.40B in 2023 and expected to grow to $2.18B in 2027, a 12% CAGR (2023-2027), according to the latest update of DSCC’s Biannual AMOLED Materials Report. Revenues can be hundreds of millions of dollars higher in 2027 if Universal Display Corporation successfully commercializes a blue phosphorescent emitter dopant as they have announced. The report details all aspects of AMOLED materials, including multiple applications, supplier matrices and cost comparisons.
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TV

LCD TV Panel Prices Continue to Increase

July 10, 2023

The rally in LCD TV panel prices has outlasted the second quarter and extended into the third, despite a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins. The second and third quarters typically see the TV supply chain building inventory toward the big selling season in the fourth quarter. Undoubtedly, inventory is now building in the value chain, the only question is whether it is the right amount for fourth quarter demand.
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TV

Recovery for Advanced TV Market Expected to Start in Second Half of 2023 with Long Term Growth Projected

July 10, 2023

Advanced TV shipments declined in both units and revenue in the first half of 2023, but units are forecasted to be flat Y/Y in the second half and to resume growth in 2024, according to the latest update to DSCC’s Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD-OLED, QDEF, MicroLED and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and screen size, and forecasts the growth of all these technologies. Last month we covered the most recent historical results and this week we will cover our updated forecast.
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IT

Advanced Notebook PCs to Decline 3% Q/Q in Q2’23 – 2023 Expected to Decline 20% Y/Y

July 3, 2023

Last week, we released the advanced notebook PC display (OLEDs and MiniLEDs) results and our latest forecast in the Quarterly Advanced IT Display Shipment and Technology Report. In Q1’23, we saw a Q/Q decrease of advanced notebook PC displays as a result of elevated channel and brand inventories in the total notebook market and slower growth in the advanced notebook display market as a result of the continued macroeconomic turbulence and the slowing of consumer and commercial demand.
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DSCC Reports June Panel Shipments for the iPhone 14 Series to Fall 22% M/M - iPhone 15 Series Panel Shipments Start Strong

June 26, 2023

As we approach the end of June, our latest release of the Monthly Flagship Smartphone Tracker shows that panel shipments for the iPhone 14 Series are tracking 3% higher than the iPhone 13 Series during the same time period of June- June. This growth is fueled by a 17% increase for the iPhone 14 Pro models when compared to the iPhone 13 Pro models during the same period in 2022.
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Financial

Display Equipment Suppliers Survive a Rough Q1’23

June 26, 2023

Q1’23 was a rough quarter for display equipment suppliers. As revealed in our Quarterly Display Supply Chain Financial Health Report: • Display equipment revenues for 16 of the largest suppliers fell 29% Q/Q and 42% Y/Y to $964M, the lowest since at least 2015. Equipment revenues on an install basis should fall further in Q2’23, although revenues from bookings at SDC’s IT OLED fab A5 may offset some of that weakness.
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The Display Capacity Outlook Continues to Fall

June 26, 2023

After upgrading display capacity for six straight issues on improved market conditions in LCDs, we have now lowered display capacity for six consecutive quarters on delays and cancellations as conditions worsen and remain weak. Display prices are not expected to exceed cash costs until Q2’23. Our latest capacity forecast for 2027 is down 1% vs. our previous forecast and 2026 is down 12% from peak levels. The 2021-2027 display capacity CAGR was downgraded from 2.2% to 2.0% in our Quarterly Display Capex and Equipment Market Share Report. Both OLED and LCD capacity forecasts came down on fab cancellations and delays. We increased our LCD 2021-2027 CAGR from 1.5% to 1.6% on the Vedanta Indian fab, with OLEDs reduced from 9.2% to 6.3% on more G8.7 delays.
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